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525 Tyler Rd Suite T, St. Charles, IL 60174 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-04-02 |
Branch Locations
525 Tyler Rd Suite T, St. Charles, IL 60174 • United States
1545 N Waukegan Rd Suite 2-9, Glenview, IL 60025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Heartland Law Firm | Glenview | IL | 02/2000 | Present |
| Capital Point Financial Group, Ltd. | Glenview | IL | 09/2017 | 01/2024 |
| Total Clarity Wealth Management, Inc | St. Charles | IL | 04/2024 | Present |
1. INDEPENDENT INSURANCE AGENT 2. THE HEARTLAND LAW FIRM, NOT INVESTMENT RELATED, 1545 WAUKEGAN RD #2-9 GLENVIEW, IL, ATTORNEY/FOUNDER, 02/2000-PRESENT, 160/HRS MONTH DURING TRADING HOURS, ATTORNEY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-21 |
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